Matthew Funk is a CFP®-designated financial advisor at OSAIC with 21 years of industry experience. He previously worked at Royal Alliance Associates, INC. for eight years and Sii for fourteen years. Funk is also a member of his homeowners association condo board. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a variety of investment types, offering both discretionary and non-discretionary account management.

Jeff Jafolla is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 credential and 12 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Robert Pretopapa is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and a total of 22 years of industry experience. He has worked at LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Maureen Berger is a financial advisor at Merrill with Series 63 and Series 65 licenses and 45 years of industry experience. She has been with Merrill since 1979. Outside of her advisory role, she serves as a power of attorney for family members. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Duane Young is a financial advisor at Wells Fargo Clearing with 10 years of industry experience and holds a Series 66 designation. His work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, PNC Investments, Citizens Securities, and PNC Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bradford Greenawald is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves on the Board of Directors and as Assistant Treasurer for the Lehigh County Agricultural Society. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Linwood Giles is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Blue Mountain Financial Group, PFS Investments, and Primerica Financial Services. Outside of his advisory roles, he is involved with St Matthews Evangelical Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a wrap-fee structure.

Michael Jordan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Dana Rosewag is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers financial planning through its Financial Advisors and Estate Planning Strategies Group.

Daniel Weidenhammer is a financial advisor with Wells Fargo Clearing in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Key Investment Services LLC and Santander Securities LLC. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, while acting as an ERISA fiduciary.

Steven Grazio is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His background includes roles at Blue Mountain Financial Group and Jefferson, alongside prior experience at AstraZeneca and Philadelphia University. Outside of his advisory work, he owns Elysium Property Management in Hamburg, NJ. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by third-party asset managers and supports accounts through Pershing custody and BNY Mellon Advisors overlay management.

Matthew Staples is a CFP® certificant with 24 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Ameriprise Financial Services for ten years. Outside of his advisory role, he operates a basic tax preparation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored recommendations.

Benjamin Antonchak is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at various Cetera entities since 2022 and operates under his own financial services businesses, Antonchak and Balkcom Financial Services and Antonchak Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options and third-party managers.

James Steckel is a CFP®-certified financial advisor with 26 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously spent 13 years at Lincoln Financial Advisors Corporation. In addition to his advisory role, Steckel is licensed as an insurance agent offering various health and fixed insurance products. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple advisory platforms to construct tailored investment portfolios.

Richard Graber is a financial advisor with Thrivent Investment Management in Perkasie, Pennsylvania. He holds a Series 66 designation and has 11 years of industry experience, all with Thrivent Financial and its investment management division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning addressing a range of topics and offers a combined planning and managed-account service called WealthPlan while keeping advisory functions separate.

David Richards is a financial advisor with Ameriprise in Coplay, PA, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2014, with prior roles at Tom James Company, Blakely Financial, Commonwealth Financial, and RoNetco. Outside of his advisory work, Richards serves on multiple boards including the Jerry Zimmerman Memorial Chapter Board, the Baum School of Art, and the Masonic Lehigh Lodge #326, where he participates in financial oversight and fundraising activities. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver annual, personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robin Brubacher is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1985. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Medici is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. He has previously worked at Fox Financial Group and Heart & Home Realty, where he has been involved in both financial and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Andrew Reichard is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2025. His prior experience includes roles at Equitable Advisors, Mass Mutual Greater Philadelphia, and The Rockland Group-Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Jeffrey Ringer is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Blue Mountain Financial Group, PFS Investments Inc., Simplex Grinnell, and Primerica Financial Services. He also engages in sales of home-related products and services through affiliated companies under the Blue Mountain Financial Group name. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio solutions rather than institutional or pension plan management.